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Atria Investments’s Coca-Cola Consolidated COKE Stock Holding History

Atria Investments’s Portfolio COKE Stock Details COKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7,500
Closed -$228K – 1201
2019
Q3 		$228K Hold
7,500
– – 0.01% 803
2019
Q2 		$263K Hold
7,500
– – 0.01% 795
2019
Q1 		$216K Buy
+7,500
New +$171K 0.01% 834

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atria Investments's COKE Position: Q4 2019 in Review

Atria Investments sold out of Coca-Cola Consolidated (COKE) in Q4 2019, closing a stake of 7,500 shares — an estimated $228K sold.

Atria Investments first reported a position in COKE in Q1 2019 and held it in 3 quarters. The position peaked at $263K in Q2 2019. 203 funds tracked by Wall St. Rank hold COKE as of Q4 2019.

  • Atria Investments reported no remaining Coca-Cola Consolidated position as of Q4 2019 after selling out during the quarter.
  • Atria Investments sold 7,500 Coca-Cola Consolidated shares in Q4 2019, an estimated $228K.
  • Atria Investments first reported a position in Coca-Cola Consolidated in Q1 2019 and held it in 3 quarters.
  • Atria Investments's Coca-Cola Consolidated position peaked at $263K in Q2 2019.
  • 203 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q4 2019.

Based on Atria Investments's 13F filing for Q4 2019, filed 11 Feb 2020.